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Personalized Wealth Management, Trust and Fiduciary Services

NHT Wealth Management, a division of NHTrust, works with clients who have more complex financial lives. We help manage significant portfolios, coordinate trusts and estates and design strategies that support your family, business and legacy over the long term.

Wealth Management Services

We combine disciplined portfolio management with trust, estate and tax-aware strategies designed for individuals, families and municipalities with significant assets and/or complex financial needs.

Investment Management

Manage customized, diversified portfolios using disciplined strategies aligned to your objectives, risk tolerance and long-term priorities.

Financial Planning

Coordinate investments, cash flow, estate considerations and tax impacts into a comprehensive plan that evolves as your life and priorities change.

Retirement Planning

Expert guidance to assess your requirements, evaluate retirement timing, and develop an income strategy tailored to sustain your preferred lifestyle.

Tax Planning Strategies

Tax-efficient approaches to how you save, invest and withdraw funds, coordinated with your tax professional when appropriate.

Trust and Fiduciary

Offering expert trust and fiduciary services to assist with family trust administration, corporate trustee services and investment management.

New Hampshire Trusts and Their Advantages

New Hampshire’s tax-friendly backdrop and trust-friendly laws offer the best benefit for your investment. We’ll help you navigate and maximize the benefits.

Wealth Management Team

A woman sits on a couch holding a credit card in one hand and looking at a laptop screen with a concerned expression, suggesting she might be worried about an online purchase or payment.

Here’s to Your Wealth: Protecting Your Financial Health in a World of Smarter Scams

Most people believe scams happen to someone else, often because they imagine them as obvious or unsophisticated. In reality, today’s scams are becoming far more targeted, more convincing, and harder to recognize.
A panoramic view of Concord, New Hampshire, featuring the gold-domed New Hampshire State House, historic red-brick buildings, green trees, and a winding river in the background under a partly cloudy sky.

Here’s to Your Wealth: Why a Good Financial Plan Should Evolve With You Over Time

As we refreshed our look and how we communicate, it reinforced a belief we see every day in our work with clients: wealth is not static, and neither are the lives it is meant to support.
Couple and woman in office discussing new hampshire trust advantages

New Hampshire’s Trust Advantage

New Hampshire offers a well-established framework for trust administration, combining flexible trust laws, experienced fiduciary options and a tax environment that many families find advantageous.

NHTrust News

Kelly Brown, a woman with short blonde hair, wearing a teal patterned blouse, stands indoors in a softly lit room with large windows and a blurred background.

Kelly Brown Promoted to SVP Wealth Operations Manager at NHTrust

A woman with long, curly red hair named Janelle Sartorio smiles She is wearing a dark blazer over a blue top and a necklace.

NHTrust Promotes Janelle Sartorio to Senior Vice President, Senior Wealth Advisor

NHTrust and MVSB Celebrate Sisters Day with Donation to Big Brothers Big Sisters of NH

Let us help you Plan Confidently for what’s next.